Trump's Policy Boost for U.S. Energy Industry

The transcript discusses market expectations for the year, focusing on capital raising in the US energy sector. It highlights the role of oil services in market recovery and the confidence of CEOs in energy projects. The discussion also covers midstream bottlenecks, US production growth, and the potential impact of a border adjustment tax on oil prices and capital markets.

What factors are contributing to the expected recovery in the energy market as mentioned in the text?

How does the speaker perceive the impact of capital raising on oil prices and production?

In what ways does the speaker suggest that the market is currently discounting future developments in the energy sector?

What is the significance of midstream pipelines in the context of energy production as discussed in the text?

What are the potential effects of a border adjustment tax on oil prices according to the discussion?